As your clients seek your advice and guidance that can adapt to their changing outlooks, expectations and the continuing volatility of the financial markets, you can be prepared to give it. The Virtual Advisor Forum is packed with practical information, strategies and tactics you can use to enhance your investment focus, gain new clients and deepen your existing relationships. You’ll hear from our investment professionals on the following topics:
Revolutionize your prospecting process to capitalize on growth opportunities Learn the benefits of implementing a solid, consistent prospecting strategy as an important part of your overall client experience practices.
PSC strategist panel: How we build portfolios — an in-depth look Hear how we build model portfolios and key considerations in their construction, and what elements constitute a robust portfolio.
Scale and grow your practice: Model portfolios as a foundation for client accounts Learn how model portfolios can provide a defined investment process to use across your client accounts.
The world is turning the corner toward recovery
Listen to perspectives from portfolio managers and economists to help navigate the investment landscape.
Wealth planning across life stages
Discover ways to recognize wealth planning strategies that are most relevant to your clients and find out how you can implement them.
“If you do not see a ticket available please use the link found in your invitation email or social post”